Global Life Sciences: our approach to seeking innovators in cancer therapy

by Andy Acker, CFA

1 year ago
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
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Technology disruption and acceleration: risks and opportunities

by Richard Clode, CFA

1 year ago
In this video, Richard Clode, portfolio manager within the Global Technology Team, discusses how not keeping up with innovation and new technology may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies. 
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Are Chinese stocks now overvalued?

by Charlie Awdry, CFA

1 year ago

In this Q&A, Charlie Awdry, China equities portfolio manager, shares his thoughts on the sustainability of the strength of Chinese equities, rising foreign inflows into the market, as well as the market pullback experienced in early February.

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Quick view: healthcare – Amazon’s next target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

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Europe: where uncertainty masked opportunity

by Simon Rowe

1 year ago

​European equities manager Simon Rowe reviews four years of gains for European equities, focusing on some of the stocks that have caught the eye during that time, and assesses the relative value of Europe versus the US at the start of 2018.

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Transportation revolution: investing in the evolution of the automotive industry
Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data. 
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Global equities: ‘predictable’ long-term trends key to sustainable growth

by Ian Warmerdam

1 year ago

​Ian Warmerdam, Head of the Edinburgh-based Global Equities Team, believes that in 2018 and beyond investors should focus on the more predictable long-term trends that are shaping equity markets.

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European equities in 2018: disruptors, enablers and political risk

​Tim Stevenson and James Ross, portfolio managers in the Janus Henderson Pan European Equities Team, provide their views on 2017 and their outlook for 2018. They discuss the benefits of owning ‘disruptors’ in the market, the political risks that still remain a threat and areas that look to be promising for the future.

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EM equities: Keeping it in the family

by Glen Finegan

1 year ago

​Glen Finegan, Head of Global Emerging Market Equities at Janus Henderson Investors, believes that family ties make for a formidable force in both business and investing.

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What does President Xi's strengthened leadership position mean for investors?

by Charlie Awdry, CFA

1 year ago
In this video, Charlie Awdry, China equities portfolio manager, shares his conclusions from the 19th China Party Congress meeting and discusses the ramifications for investors.
 
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Quick view: Abe’s snap election a victory for Japanese stocks

by Yunyoung Lee, CFA

1 year ago

​Yunyoung Lee, Japanese Smaller Companies portfolio manager, provides his views on Shinzo Abe’s solid victory in the recent snap election and its implications for Japanese equities.

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Essentials - Global Equities Strategy
In this 'Essentials' video, Ian Warmerdam, Head of the UK-based Global Equities Team, and Portfolio Managers Ronan Kelleher, Steve Weeple and Gordon Mackay, provide an introduction to the strategy they manage in Edinburgh.
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Essentials - the Global Emerging Market Equities Strategy
In this 'Essentials' video, Glen Finegan, Head of the UK-based Global Emerging Market Equities Team, and Portfolio Managers Nicholas Cowley and Stephen Deane, provide an introduction to the strategy they manage in Edinburgh.
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China’s industrial rebound

​​In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee, discuss China’s unexpectedly strong economic growth this year, which has been driven by a robust pick up in industrials. They explain why sector reform and rising producer prices could turn this into a more sustainable trend.

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EM equities: why invest in family-controlled firms?

by Nicholas Cowley

1 year ago
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities team, discusses the team’s approach to investing in family-controlled businesses.
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Power, politics and intrigue in the run up to China’s Party Congress

​Charlie Awdry and May Ling Wee, China portfolio managers, discuss the significance of the upcoming 19th National Party Congress as well as the progress made in financial reform during President Xi’s first five-year term.

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EM equities: where are the best opportunities?

by Nicholas Cowley

1 year ago
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities Team, discusses current market valuations and where the team are finding the best opportunities.
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Global equities: invest or avoid?

by Steve Weeple

2 years ago
In this video update, Steve Weeple, Portfolio Manager on the UK-based Global Equities Team, discusses how the team avoid short-term ‘market noise’ and focus on companies that offer the potential for sustainable growth driven by long-term secular trends.
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Global Technology: investing in innovation

by Richard Clode, CFA

2 years ago
Richard Clode, portfolio manager in the UK-based Janus Henderson Global Technology Team, discusses the concept of innovation, its importance in the team’s investment decisions and where the most attractive opportunities currently are.
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​​​Supportive backdrop for further Chinese gains

​In this update, Charlie Awdry and May Ling Wee, China portfolio managers, discuss the reasons behind the continuation of the rise in Chinese stocks this year and why they think it may persist for longer than many expect.     

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